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As a wealth management firm, a great deal of our focus is on helping clients build wealth through the financial markets. But what do clients do with that wealth? Most clients are saving with specific goals in mind to meet during their lifetime such as saving for retirement or for children’s college educations. Financial plans […]

There is usually some permanent damage done when you lose someone you love. Most of the time, this comes in the form of grieving for that special person. From the benefit of time, the intense grieving usually fades away. Survivors are left with the burden of surviving, and, financially speaking, sometimes there is little available […]

The news tends to over-dramatize the subject matter on which it is reporting. All too often this results in strong opinions or flat-out false statements. When it comes to Social Security benefits, the most common opinion I hear is that Social Security is going broke. It’s the elephant in the room as nervous clients jokingly […]

What’s the best way to assist your child in buying a home? There are several strategies for helping your child that also preserve tax benefits related to home ownership.

It’s human nature to form expectations on what will happen in the future. If we had polled a group of our clients or even a larger group of people, the general consensus would have likely included similar expectations to the ones below. We now know those expectations did not play out.

The new year brings with it an update to Social Security benefit payments and premiums for Medicare beneficiaries. Understanding these adjustments allows you to plan for your cash flow needs and helps you determine how any changes may impact various planning strategies (such as realizing capital gains or doing Roth conversions). First, let’s look at […]

What would you say if I told you that the company your financial advisor works for received revenue sharing payments of approximately $164,000,000 in 2012 from offering certain mutual funds, 529 plan programs, and insurance products? And that virtually all transactions related to these financial products involve product partners that pay revenue sharing to that […]